Amazon (AMZN) / Jeff Bezos 02 (Nov 18 - Dec 26)

[winston]

not vested

Amazon (AMZN)

AMZN stock was beaten up in late 2018 due to concerns regarding rising rates (which would pressure the valuation) and slowing economic expansion (which would drag down sky-high growth rates). This combination of valuation and growth headwinds caused Amazon stock to plunge more than 30% off its highs in late 2018.

The stock has rebounded since. But, it’s still about 20% off all-time highs. Quite frankly, there’s no reason this stock shouldn’t be at all-time highs today. The e-commerce business continues to grow at a robust pace, and the offline business is rapidly expanding.

The advertising and cloud businesses are soaring, and they bring with them sky-high margins which boost the overall profitability profile of the company. There’s multiple growth levers under the surface, including potential multi-billion dollar logistics, pharmaceutical and cloud gaming businesses.

Overall, everything is still going right for this company. The stock is just 20% off its highs due to macroeconomic concerns. Those macroeconomic concerns are fading. As they continue to do so, AMZN stock will push toward all-time highs.

Source: Investor Place

[behappyalways]

2019.02.23【文茜世界周報】貝佐斯婚外情曝光離婚　媒體與政治惡戰
https://www.youtube.com/watch?v=KwLnn1O ... AU&index=8

[winston]

not vested

This is Truly a Stock to Hold for the Long Haul

by Michael A. Robinson

Consider that at the start of the current decade, Amazon had $34 billion in sales. By next year, that figure should surpass $325 billion. That’s nearly 1,000% growth.

Source: Money Morning

https://dailytradealert.com/2019/03/11/ ... long-haul/

[winston]

not vested

Amazon Business Is A $245B Opportunity, According To Bank Of America

by Wayne Duggan

As Amazon’s e-commerce business matures, the company’s next major shot in the arm could come from business-to-business sales.

Amazon Business was launched as Amazon Supply back in 2012. In the past two years alone, Amazon Business’ gross merchandise volume (GMV) run rate has grown from $1 billion to $10 billion, according to Post.

“Globally, the 2021 B2B eCommerce TAM is estimated at $6.7tn and, excluding the Chinese B2B market at an estimated 60% of total, we project a ‘21 international B2B online TAM of $2.1tn”.

Post estimates Amazon Business GMV will more than triple from here to $34 billion by 2023. Amazon Business already has more than one million customers. But if Amazon gains just 5 percent international market share and 10 percent U.S. market share, Post estimates Amazon Business could contribute an additional $125 billion to $245 billion in value over time.

Source: Benzinga

https://finance.yahoo.com/news/amazon-b ... 07797.html

[winston]

not vested

Not only is Amazon (NASDAQ:AMZN) CEO and founder Jeff Bezos a great chief executive, but Amazon has its hands in so many pies — including a very profitable cloud business that generates almost $1 billion in annual operating income — that it’s hard to fathom just how big Amazon could be a decade from now.

While Amazon’s AWS cloud business is a big deal, Amazon Prime is the service that delivers the goods when it comes to building the foundation for AMZN stock. More than 100 million people subscribe to Amazon Prime at $99 per year.

It’s not the $10-plus billion in annual subscription revenue that matters, but the amount each of those subscribers spends on other Amazon products.

Statistics show that 76% of Amazon Prime members spend more than they did before paying the annual $99 fee.

That’s what you call “pulling power,” and it’s a big reason why AMZN stock will be a winner for the long haul.

Source: Investor Place

[winston]

not vested

If I Had Only One Stock to Own Forever, This Would Be It…

by Nicolas Chahine

Year-over-year ad revenues are only up 17% — down from 46% last quarter.

Source: Investor Place

https://dailytradealert.com/2019/04/29/ ... uld-be-it/

[winston]

not vested

Amazon (AMZN)

Growth Stocks to Buy That Are Growing Into Their Valuation: Amazon (AMZN)

Forward P/E Multiple 5 Years Ago: 100
Current Forward P/E Multiple: 68

Stock Price % Gain Past 5 Years: 510%
Most Recent Quarter Revenue Growth Rate: 17%

Next up we have the king of growth stocks, Amazon (NASDAQ:AMZN). At one point in time, Amazon was considered a barely profitable, hyper-growth e-commerce giant with a sky-high triple-digit forward earnings multiple.

Today, the narrative has completely changed. Amazon is growing at a much more tempered rate. But, margins are sizable and quickly moving higher, while the valuation is rapidly falling.

What enabled this narrative pivot? A few things.

First, Amazon’s e-commerce business hit scale, and started turning a mild profit.

Second, Amazon built out the much more profitable Amazon Web Services business, and ramp in AWS has helped improve the company’s profitability profile.

Third, Amazon has also jumped into the digital ad world, which has very high margins, so ramp in digital ads has likewise boosted margins.

Overall, then, Amazon has leveraged scale and new, more profitable business ventures to dramatically improve the company’s profitability profile. In so doing, the company has powered robust profit growth over the past five years, the likes of which has allowed the forward earnings multiple to fall from 100 to 68, while the stock still rose by over 500%.

Going forward, this dynamic will persist. Ramp in higher margin cloud and digital ad businesses will continue to push margins higher.

Against the backdrop of ~20% revenue growth, that will spark huge profit growth. The multiple will keep falling, and the stock will keep rising.

Source: Investor Place

[winston]

not vested

Amazon (NASDAQ:AMZN) shares are dropping below the $1,800 level and are looking set for a drop below their 200-day moving average after failing to recapture the prior highs set last summer.

The latest is that the company could be considering a push into the wireless space with a possible purchase of Boost Mobile from Sprint (NYSE:S)/T-Mobile (NASDAQ:TMUS).

The focus continues to be on the strong growth at Amazon Web Services, but that isn’t generating the excitement among investors that it used to.

The company will next report results on July 25 after the close.

Analysts are looking for earnings of $5.51 per share on revenues of $62.5 billion.

When the company last reported on April 25, earnings of $7.09 beat estimates by $2.43 on a 17% rise in revenues.

Source: Investor Place

[winston]

not vested

3 Reasons Amazon Stock Should Be One of Your Core Holdings

by Tom Taulli

The acquisition of Whole Foods has not been a winner and the core ecommerce segment has seen decelerating growth.

There’s also indications that the federal government is looking at Amazon.com as a violator of antitrust laws.

With annual revenues at $240 billion, it’s extremely difficult to keep up the growth rate.

1. Healthcare: In May 2018, Amazon.com acquired PillPack, a next-generation online pharmacy. $500 billion market.
2. Online Advertising: Amazon is also working aggressively to expand its options, such as with video search ads.
3. Delivery: Freight brokerage services.

Source: Investor Place

https://finance.yahoo.com/news/3-reason ... 16159.html

[behappyalways]

Amazon at 25: The story of a giant
https://www.bbc.com/news/business-48884596